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Send an Email Notification when a New Record is Created
Send an Email Notification when a New Record is Created
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Workflow, when a New Record is created, and the record matches specified Picklist Values(s) entered as a Variable Input, then send an Email Notification to recipient(s) of your choosing.

Let's say I want to have a list of people to receive an email notification whenever a New Business Opportunity is created and the Lead Source is Web.

With this workflow, you can select:

  1. The Object in Scope - in this case Opportunity

  2. The Picklist Value(s) of the Object that should yield a Email Notification

  3. A list of emails this notification should go to. In this case, I hardcoded Andrew and Matthew to receive an email notification each time a New Opportunity record is created and matching the variable inputs of item 2.

  4. Then I title what the subject should be.

  5. Then I enter what the email body should be.

  6. Lastly, I enter my Salesforce URL to link the record out in the Email Body.


​In Salesforce, whenever a New Business Opportunity is created and Lead Source equals "Web" then Andrew and Matthew should receive an email notification.

Using the Variable inputs we entered, and creating an Opportunity Record that matches those Variable Inputs, I am able to get the following email notification sent to my inbox. =

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